See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,935 | $159,602-72.5% | $150,045-70.7% | $142,382-69.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.97% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,251 | $4,961-74.8% | $4,693-73.3% | $4,299-70.9% |
| Participant deferral / active EE | $4,018 | $8,310-51.7% | $7,997-49.8% | $6,507-38.3% |
| Admin fee / account holder | $256 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |